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Larson Financial Group’s Axos Financial AX Stock Holding History

Larson Financial Group’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.81K Buy
33
+2
+6% +$182 ﹤0.01% 2858
2025
Q4 		$2.67K Buy
31
+21
+210% +$1.73K ﹤0.01% 2701
2025
Q3 		$847 Sell
10
-5
-33% -$436 ﹤0.01% 2966
2025
Q2 		$1.14K Sell
15
-5
-25% -$338 ﹤0.01% 2610
2025
Q1 		$1.29K Buy
20
+13
+186% +$882 ﹤0.01% 2310
2024
Q4 		$489 Hold
7
– – ﹤0.01% 2202
2024
Q3 		$440 Hold
7
– – ﹤0.01% 2158
2024
Q2 		$400 Buy
+7
New +$381 ﹤0.01% 1892
2019
Q2 		– Sell
-238
Closed -$7K – 499
2019
Q1 		$7K Hold
238
– – 0.01% 261
2018
Q4 		$6K Buy
+238
New +$7.18K 0.01% 258

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return